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Financial ADVSR advisor directory · SEC adviser records

Valley Wealth Strategies, LLC financial advisors

Every SEC-registered investment adviser representative at Valley Wealth Strategies, LLC, by the state and city of the office they work from.

The short answer

21 registered advisors work at Valley Wealth Strategies, LLC, in 4 states and 14 cities; the most are in Lodi, CA (4). 6 list the CFP designation and 21 are also registered broker representatives.

Search every Valley Wealth Strategies, LLC advisor by name →Who joined and left Valley Wealth Strategies, LLC →Valley Wealth Strategies, LLC: assets, clients and custodians →

Cities with the most Valley Wealth Strategies, LLC advisors

Lodi, CA 4Redwood City, CA 3Lake Forest, CA 2Walnut Creek, CA 2Arlington, TX 1Brawley, CA 1Elma, WA 1Golden Valley, MN 1Newport Beach, CA 1Placentia, CA 1Santa Monica, CA 1Sonora, CA 1Sunnyvale, CA 1Ventura, CA 1

Valley Wealth Strategies, LLC advisors by state

Valley Wealth Strategies, LLC in California 18

Lodi 4Redwood City 3Lake Forest 2Walnut Creek 2Brawley 1Newport Beach 1Placentia 1Santa Monica 1Sonora 1Sunnyvale 1Ventura 1

Valley Wealth Strategies, LLC in Minnesota 1

Golden Valley 1

Valley Wealth Strategies, LLC in Texas 1

Arlington 1

Valley Wealth Strategies, LLC in Washington 1

Elma 1

Questions

How many financial advisors does Valley Wealth Strategies, LLC have?

21 investment adviser representatives are registered with Valley Wealth Strategies, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 14 cities. 6 list the CFP designation and 21 are also registered as broker representatives.

Where does Valley Wealth Strategies, LLC have the most advisors?

Lodi, CA, with 4 registered advisors, then Redwood City, CA (3). By state, California has the most, with 18.

How do I find a Valley Wealth Strategies, LLC financial advisor near me?

Pick your state below, then your city, to see every Valley Wealth Strategies, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Valley Wealth Strategies, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →